Guiding Clients Through the Midlife Transition with Kim Potgieter

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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions.
Kim shares her insights on midlife transition, a challenging phase that many clients face as they navigate career pressures, family responsibilities, and the search for meaning and purpose. She debunks common midlife myths and provides truths that can empower clients to embrace this transformative stage of life.
We also discuss the role of financial planners in supporting clients through midlife, with a focus on empathetic conversations, personalised approaches, and practical tools from Kim’s books, 'Midlife Money Makeover' and 'Retiremeant™.' Kim’s learnings from Chip Conley and the Modern Elder Academy further enrich this conversation, offering valuable strategies for financial planners.
Join us to learn how to enhance your value proposition by effectively guiding clients through the midlife transition.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.
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Connect with Kim:
Kim on LinkedIn:
/ kim-potgieter-cfp%c2%ae-b8587916
Chartered Wealth Solutions on LinkedIn:
/ about
Kim's Downloads: https://kimpotgieter.com/downloads
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Agenda:

챕터

1. Guiding Clients Through the Midlife Transition with Kim Potgieter (00:00:00)

2. Transforming Relationships With Money (00:00:06)

3. Redefining Midlife Transitions (00:12:56)

4. Navigating Financial Transitions With Clients (00:25:00)

5. Empathy in Financial Planning (00:28:13)